TOP 10 Financial independence in Fort Myers, Florida

Fort Myers - Health Insurance & Medicare Advisors is a full-service, independent brokerage located at 9160 Forum Corporate Parkway in Fort Myers, Florida. Specializing in Medicare Plan Options and Individual Health Insurance Plans, our team of licensed agents covers all counties in Florida, Georgia, and South Carolina. We offer a wide variety of plans from top insurance companies such as United Healthcare, Humana, Cigna, and more. With a focus on transparency, honesty, and efficiency, we are committed to helping our clients navigate the complex healthcare landscape. Our goal is to find the best plan for your current needs and budget, whether it be Medicare Supplement Plans, Medicare Advantage Plans, or Prescription Drug Plans. Many applicants qualify for advanced premium tax credits, and some may even qualify for a FREE plan.

Independent Insurance Solutions: Santiago Yusuany is a reputable insurance agency located at 16048 San Carlos Boulevard in Fort Myers, Florida. With a focus on providing personalized insurance solutions to meet the unique needs of each client, they offer a wide range of insurance products including auto, home, life, and commercial insurance. Their team of experienced agents is dedicated to helping individuals and businesses find the right coverage at the best possible rates. Whether you are looking to protect your assets or ensure the financial security of your loved ones, Independent Insurance Solutions: Santiago Yusuany is committed to providing exceptional service and tailored insurance solutions. Contact them today to discuss your insurance needs and receive a personalized quote.

Freedom Financial Investment Advisor Group, located at 2069 First Street in Fort Myers, Florida, is a trusted and reliable financial institution dedicated to providing personalized financial strategies with a focus on tax savings. Founded in 2006 as an Independent Financial Services Company, Freedom Tax & Financial offers a wide range of Complete Financial Services to meet the unique needs and goals of their clients. Led by experienced Financial Advisor Mike Stone, who has been serving clients since 1989 and holds multiple securities registrations, including Series 7, 8, 24, 63, and 65, Freedom Tax & Financial prides itself on offering independent advice and recommendations without any proprietary products or sales quotas. Whether you are planning for retirement or already enjoying it, Freedom Tax & Financial has the tools and knowledge to help you reach your financial goals.

Principal Financial Group is a finance institution located at 19 Del Prado Boulevard North in Fort Myers, Florida, United States. At Principal Financial Group, you can discover how insurance can help protect what matters most to you. Download your tax forms and get your top questions answered with just a few clicks. As the presenting sponsor of the women's and men's John R. Wooden Award and Legends of Coaching Award, we celebrate expertise, excellence, and equality in sports. Protect your life and wages so that your loved ones can keep moving forward, no matter what happens. Dedicate part of each paycheck to big goals like retirement or education, with accounts tailored for the long term. Feel confident about investing and meet your money goals with a partner in your area. With 8 simple steps to help your money adapt as life changes and information on the 5 challenges workers may face in retirement planning, Principal Financial Group is here to help you plan for the future. You can research our firm with FINRA's BrokerCheck. Please refer to the Form ADV for important information about Principal SimpleInvest and its services. Remember, all investments have inherent risks and investing in Principal SimpleInvest portfolios does not guarantee profit or protect against loss. The Retirement Wellness Planner information and Retirement Wellness Score are limited to financial assumptions and are not intended to be financial advice. Insurance products issued by Principal National Life Insurance Co and Principal Life Insurance Co, with plan administrative services offered by Principal Life. Securities offered through Principal Securities, Inc., member SIPC and/or independent broker-dealers. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Remember, individual results may vary and participants should regularly review their savings progress and post-retirement needs.

Waterstone Financial is a leading finance institution located at 12597 New Brittany Boulevard in Fort Myers, Florida. With a strong presence in the United States, Waterstone Financial offers a wide range of financial services including banking, investment, and wealth management solutions. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial guidance to help our clients achieve their financial goals. Visit us today to learn more about how Waterstone Financial can help you secure your financial future.

Macke Financial Advisory Group is a leading finance institution located at 12699 New Brittany Boulevard in Fort Myers, Florida, United States. Our team of experienced financial advisors provides personalized guidance and strategic planning to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, our dedicated professionals are here to help. At Macke Financial Advisory Group, we are committed to providing top-notch financial services tailored to meet the unique needs of each individual client. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Thomas L. Burt, CFP, CPM, CIMA, ChFC - UBS Financial Services Inc. is a renowned finance institution located at 7950 Summerlin Lakes Drive in Fort Myers, Florida, United States. With a team of highly qualified professionals, including Certified Financial Planners (CFP), Certified Portfolio Managers (CPM), Certified Investment Management Analysts (CIMA), and Chartered Financial Consultants (ChFC), UBS Financial Services Inc. offers expert financial advice and services to help clients achieve their financial goals. Whether you are looking for investment management, retirement planning, or wealth management solutions, UBS Financial Services Inc. is dedicated to providing personalized and comprehensive financial strategies tailored to meet your individual needs.

PAMG Advisors - Ameriprise Financial Services, LLC, located at 14311 Metropolis Avenue in Fort Myers, Florida, is a trusted finance institution. Recently named one of Investor’s Business Daily’s Most Trusted Wealth Managers, Ameriprise Financial offers a range of services to help clients achieve their financial goals. From insurance solutions to investment strategies, their team of advisors is dedicated to protecting and preserving assets. With a focus on preparing for the unexpected, Ameriprise Financial helps clients navigate the complexities of the financial world. Individuals can meet with advisors to discuss their needs and receive personalized recommendations. While Ameriprise Financial cannot guarantee future results, they are committed to helping clients make informed decisions about their finances. For more information and to check the background and qualifications of advisors, visit FINRA's BrokerCheck website. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring the highest standards of security and privacy for clients.

Independent Investment Advisors is a leading finance institution located at 12525 New Brittany Boulevard in Fort Myers, Florida, United States. Our team of experienced advisors offers personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on independence and objectivity, we provide unbiased advice and tailored solutions to meet each client's unique needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Independent Investment Advisors is dedicated to helping you make informed decisions and secure your financial future. Contact us today to schedule a consultation.

Cornerstone Financial Planning, Inc. is a finance institution located at 13710 Cypress Terrace Circle in Fort Myers, Florida. With a strong commitment to providing personalized financial planning services, our team of experts is dedicated to helping individuals and families achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to offer guidance and support every step of the way. Trust Cornerstone Financial Planning, Inc. to be your partner in building a secure financial future.

Signature Financial Strategies is a leading finance institution located at 15050 Elderberry Lane in Fort Myers, Florida. Our team of experienced professionals are dedicated to providing personalized financial strategies tailored to meet the unique needs and goals of each client. Whether you are looking to plan for retirement, invest for the future, or protect your assets, we are here to help you navigate the complexities of the financial world. With a commitment to excellence and a focus on building long-lasting relationships, Signature Financial Strategies is your trusted partner in achieving financial success.

Merrill Lynch Financial Advisor Jennifer Callari Conner is a finance institution located at 13250 University Center Boulevard in Fort Myers, Florida, United States. Supported by the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. The Callari Group team offers a customized financial strategy that puts clients at the center of the planning process, focusing on personal goals such as education funding, retirement planning, and wealth preservation. With access to global investing capabilities and banking solutions, the team helps clients identify and prioritize their financial goals. Through a personalized approach, the team works closely with clients to develop a financial strategy aligned with their individual needs and aspirations. Whether clients are focused on growing, preserving, or transferring wealth, the team is committed to helping them achieve their financial goals at every stage of life. By utilizing tools such as the Investment Personality Assessment, the team gains a deeper understanding of clients' investing preferences and goals. With years of experience and insight into market fluctuations, the team can develop a personalized investment strategy designed to pursue clients' lifestyle goals, taking into account their risk tolerance and financial objectives. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on clients' goals and aspirations. Regular check-ins and adjustments to the financial approach ensure clients stay on track to achieve what matters most to them. As Merrill Lynch Wealth Management Advisors, the team helps clients navigate the financial complexities of life, offering personalized investment strategies and comprehensive financial solutions. With a focus on building a dedicated one-on-one relationship, the team is committed to helping clients achieve their financial goals.

Welcome to Fairway Independent Mortgage Corporation, your trusted partner in home financing located in the heart of Fort Myers, Florida. Situated at 2306 Doctor Martin Luther King Junior Boulevard, our dedicated team is committed to providing personalized mortgage solutions tailored to meet your unique needs. As a leading finance company, we pride ourselves on our customer-first approach, ensuring a seamless and stress-free experience from application to closing. Whether you're a first-time homebuyer, looking to refinance, or exploring investment opportunities, our knowledgeable professionals are here to guide you every step of the way. At Fairway Independent Mortgage Corporation, we combine local expertise with national strength to offer competitive rates and a wide range of lending options. Experience the difference with a company that values integrity, transparency, and exceptional service. Visit us today and let us help you achieve your homeownership dreams.

Welcome to ATM Machine at Commercial Kitchen Fort Myers LLC, your premier destination for ATM services located on Metro Parkway, Fort Myers, Florida. Whether you're a business owner seeking to enhance customer convenience or an entrepreneur exploring the lucrative ATM business, we have the solutions to meet your needs. Our services cater to a wide range of clients, including merchants, retail store owners, independent ATM deployers (IADs), and investors. We offer both new and refurbished ATM machines at competitive prices, with new models starting at just $2,295 and certified refurbished options from $1,199. Our machines come with warranties, ensuring peace of mind and reliability for your investment.

Welcome to Byrne Financial Freedom, LLC - South, your trusted partner in achieving financial independence and security. Conveniently located at 10012 Gulf Center Drive in Fort Myers, Florida, we are dedicated to serving our community with expert financial services tailored to meet your unique needs. At Byrne Financial Freedom, LLC - South, we understand that navigating the world of finance can be complex and overwhelming. That's why our team of experienced professionals is committed to providing personalized guidance and strategic solutions to help you reach your financial goals. Whether you're planning for retirement, managing investments, or seeking advice on financial planning, we offer a comprehensive range of services designed to empower you on your journey to financial freedom.

Avalon Insurance Group, Inc. is your go-to independent insurance agency in Fort Myers and North Port, Florida. We work with leading insurance companies in the state to create personalized insurance plans that meet your needs while staying within your budget. Our relationships with these companies allow us to secure great deals for our clients, ensuring that you receive quality coverage at an affordable price. Whether you need personal insurance for your home, car, or boat, or business insurance such as General Liability or Commercial Property coverage, we have you covered. Our experienced agents are dedicated to helping you find the best insurance solutions to put your financial concerns at ease. Contact Avalon Insurance Group, Inc. today to start saving on your insurance costs in Florida.

Lott & Gaylor Insurance is a health and insurance agency located at 2120 West First Street in Fort Myers, Florida, United States. Since 1956, when Frank Lott first began writing homeowners insurance policies in Fort Myers, the institution has been dedicated to serving the unique needs of Southwest Floridians. With a focus on honesty, integrity, and reliability, the agency offers affordable home, auto, and business insurance solutions tailored to each client's specific requirements. The experienced agents at Lott & Gaylor Insurance understand that insurance can be confusing, which is why they are committed to helping clients navigate through the process with ease. Whether you have questions about your home or auto policy, or you need commercial insurance for your business, the team is there to provide sound coverage at a price that fits your budget.

The Thompson Agency Inc. is a family-owned insurance agency with offices in Fort Myers and Orlando, Florida. They prioritize educating their clients and helping them make informed decisions about their insurance policies. With a focus on providing exceptional customer service, The Thompson Agency strives to treat each client like part of the family. As an independent agency, they prioritize the needs of their clients over any specific insurance company. Clients appreciate their honesty, integrity, and dedication to finding the best insurance solutions for their individual needs. Whether you are looking to protect your business, family, or personal assets, The Thompson Agency is committed to providing you with the peace of mind you deserve. Contact them today for a personalized quote and experience the difference of working with a truly customer-focused insurance agency.

Acentria Insurance, located at 11215 Metro Parkway in Fort Myers, Florida, is a health and insurance agency dedicated to safeguarding what matters most to you. With a team of experts specializing in personal, business, health, and life insurance, Acentria offers customized plans tailored to your specific needs. As an independent agency with over 50 locations across the United States, Acentria provides fine-touch service, flexibility, and value to both clients and partners. The institution has earned prestigious awards, including Best Agency to Work For by Insurance Journal, and is known for its community-minded spirit through the #AcentriaCares outreach program. The team at Acentria is led by industry leaders with years of experience, such as Executive Vice President Rob, who focuses on growing organic growth in the Southeast region.

Goddess Health Solutions by Nia Santiago is a health and insurance agency located at 1591 Hayley Lane in Fort Myers, Florida, United States. Our innovative health coverage is tailored to meet the individual needs of each customer, as we understand that everyone is unique and a one-size-fits-all approach may not always be the best solution. Our insurance plans offer a variety of options for customers on a limited budget, as well as those looking for additional benefits. We work with you to create a health coverage plan that is best for you and your family, providing flexibility and reliability in our product portfolio.

Avalon Insurance Group, Inc. is your trusted independent insurance agency serving the residents of Fort Myers and North Port, Florida. We work with leading insurance companies in the state to create personalized insurance plans that meet your needs and budget. Our team has established strong relationships with these companies to ensure that we can offer you the best deals on quality insurance coverage. Whether you are looking for personal insurance such as homeowners, auto, or flood insurance, or business insurance like general liability or commercial property coverage, we have you covered. We also provide specialized insurance for golf carts, ensuring that you have the protection you need while cruising around your gated community. Let us help you save money on your insurance costs and put your financial concerns to rest. Contact us today to learn more about how we can assist you with all your insurance needs in Florida.

Trusted Insurance Agency - SWFL is a reputable insurance agency located at 8260 College Parkway in Fort Myers, Florida. Our team of local independent insurance agents in Twin Cities, Minnesota has come together to provide comprehensive insurance solutions to clients in Minnesota and Florida. With convenient locations in various cities, we work hard to understand your insurance needs and find you the best coverage at the best rates. Our agency offers a full range of insurance options, including personal insurance such as home, auto, watercraft, motorcycle, and umbrella policies, as well as business insurance like business owner liability, workers compensation, surety bonds, and employee benefits. We do the shopping for you to find the best coverage with top-rated insurance companies from around the nation.

Globe Life American Income Division: Akinade Organization is an insurance agency located at 5711 Independence Circle, Fort Myers, Florida, United States. We specialize in providing a wide range of insurance products and services to meet the needs of individuals and families. Our dedicated team of professionals is committed to helping our clients protect their assets and ensure financial security for the future. With a focus on personalized service and tailored solutions, we strive to make the insurance process easy and stress-free for our clients. Contact us today to learn more about how we can help you with your insurance needs.

Private Client Insurance Services is a top-notch independent insurance agency located in Fort Myers, Florida. Our dedicated team of experienced professionals is committed to providing tailored insurance solutions for our discerning clients. Specializing in condominium associations, business insurance, and personal lines insurance for high net worth individuals, we work with specialty carriers to offer the best coverage options available. At Private Client Insurance Services, we pride ourselves on our professionalism, prompt service, and ethical conduct. Our personalized approach ensures that each client receives the individual attention and customized insurance solutions they deserve. Whether you are looking for personal risk management programs or business insurance solutions, our team is here to help you navigate the complex world of insurance with confidence.

Stewart & Sons Insurance, Inc. is a top-rated local insurance agency located at 8548 Crystal Court in Fort Myers, Florida. As an independent agency, we work with only the most reputable insurance companies to provide our clients with quality insurance services. Our team of dedicated professionals is committed to building long-term relationships with our clients. We specialize in finding affordable and comprehensive auto insurance coverage for residents of Florida. Whether you need homeowner insurance or business insurance, we will ensure that you are properly covered at the lowest rates available.

Gulf Coast Educators Insurance & Wealth Management is a leading finance, health, and insurance agency located at 2590 Northbrook Plaza Drive in Naples, Florida, United States. Our dedicated team of independent insurance agents, financial advisors, and Medicare Benefits specialists work tirelessly to provide tailored products and services to Florida families. We prioritize our clients' best interests and strive to find the best home, auto, and life insurance coverage at affordable rates. Additionally, our financial professionals empower individuals and families to make informed decisions for their long-term financial stability. We specialize in helping retirees achieve comfortable and well-deserved retirements, as well as assisting educators, public service employees, and small business owners with their insurance and financial needs. With offices in Naples and Fort Myers, we are local, approachable, and committed to helping our clients achieve a comfortable future. Contact us today to learn more about how we can help you protect your assets and secure your financial future.

Earn to Learn FL, Inc. is a non-profit organization located at 9160 Forum Corporate Parkway in Fort Myers, Florida. Our mission is to provide financial education and resources to individuals in order to help them achieve their financial goals and build a secure future. We offer a variety of programs and services to help individuals learn how to manage their money, save for the future, and invest wisely. Our team of experienced professionals is dedicated to helping our clients gain the knowledge and skills they need to succeed financially. Join us at Earn to Learn FL, Inc. and start your journey to financial independence today.

Brightway Insurance, The Gonzalez Agency is an insurance agency located at 1415 Dean Street in Fort Myers, Florida. Unlike other insurance providers, we do things differently - the right way. Our goal is to provide insurance on your terms, connecting you with independent agents who have your best interests at heart and offer a range of options to help you build a brighter future. Our tailor-made insurance options are designed to future-proof your life, ensuring you have the coverage you need. We work with top companies to find the best policies for you, so you can rest assured that you have the right coverage at the right price. Our independent agents are here to provide you with customized quotes and support you every step of the way.

Farmers Insurance - Heather Langston is an insurance agency located at 9961 Interstate Commerce Drive in Fort Myers, Florida, United States. The Langston Agency is dedicated to providing the best insurance solutions for their clients, with a mission to help protect assets and families. As an independent agency, they offer top-rated policies from leading insurance providers at the most competitive rates. Whether you need homeowners' insurance, auto insurance, renters' insurance, or any other type of coverage, the team at Farmers Insurance - Heather Langston is there to help you navigate your options. Stop by their office, contact them online, or give them a call for a free quote today. Save money by shopping their nationwide providers and get the extra liability coverage you need to protect your assets. The team looks forward to providing you with personalized quotes and helping you find the right insurance coverage for your needs.

GreatFlorida Insurance - Brian Lariviere is located at 4901 Palm Beach Boulevard in Fort Myers, Florida. This insurance agency offers a variety of insurance services to protect your home, vehicles, boats, motorcycles, business, and more. With GreatFlorida Homeowners Insurance, you can rest assured that your home and family are protected from unexpected calamities. Their Auto Insurance policies will help cover repairs and medical costs in case of collisions or theft. Boat Insurance from GreatFlorida guarantees smooth sailing on Florida's waters, while Motorcycle Insurance offers coverage for all types of motorcycles. Renter's Insurance is also available to protect your personal belongings in your rented home. Commercial Insurance is offered for business vehicles, and Umbrella Insurance provides additional financial protection. Flood Insurance is essential in the hurricane-prone climate of Fort Myers. With 139 locations state-wide, GreatFlorida Insurance provides 24-hour service through independent agents like Brian Lariviere to find affordable insurance solutions for you and your family.